Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

74 institutional holders +2 vs Q4 2022
3,489,0973.5m shares reported held*
$133.5mreported value*
9 new 13 added 34 reduced 7 sold out net sold ≈ $29.7m (-833.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.26.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 79Q4 22: 72Q1 23: 7474Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 30 bought or addedQ4 22: 38 cut or sold outQ4 22Q1 23: 22 bought or addedQ1 23: 41 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223038
Q1 20232241

Biggest buyers

CAPTRUST FINANCIAL ADVISORS New +49,219+49.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +29,727+29.7k
NewEdge Advisors, LLC Added +18,302+18.3k
JPMORGAN CHASE & CO Added +17,275+17.3k
OPPENHEIMER & CO INC New +13,451+13.5k
Lion Street Advisors, LLC New +12,294+12.3k
Allen Capital Group, LLC New +12,088+12.1k
Apollon Wealth Management, LLC Added +10,898+10.9k
PRW Wealth Management LLC New +10,325+10.3k
WEDBUSH SECURITIES INC Added +10,148+10.1k

Biggest sellers

Legacy CG, LLC Sold out -223,308-223.3k
Atria Investments, Inc Sold out -164,273-164.3k
Mariner, LLC Reduced -151,619-151.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -90,864-90.9k
HBK Sorce Advisory LLC Reduced -81,852-81.9k
BECK CAPITAL MANAGEMENT, LLC Sold out -70,837-70.8k
Kestra Advisory Services, LLC Reduced -54,197-54.2k
Raymond James Financial Services Advisors, Inc. Reduced -39,619-39.6k
OLD MISSION CAPITAL LLC Reduced -31,738-31.7k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -20,962-21.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.3 pts · filed 2026-04-27 67.1% +2.3 pts 13.1m≈ $784.7m 2026-04-27

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 575,686575.7k $22.0m $22.0m 0.05% Reduced -9.3k -9,266
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 317,661317.7k $12.2m $12.2m 0.02% Added +1.7k +1,705
3 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 256,831256.8k $9.8m $9.8m 0.11% Reduced -54.2k -54,197
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 220,434220.4k $8.4m $8.4m 0.02% Reduced -39.6k -39,619
5 KESTRA PRIVATE WEALTH SERVICES, LLC 0.27% of their portfolio AUSTIN, TX 179,902179.9k $6.9m $6.9m 0.27% Reduced -21.0k -20,962
6 Keystone Wealth Services, LLC 1.95% of their portfolio PALM DESERT, CA 124,760124.8k $4.8m $4.8m 1.95% Unchanged
7 Financial Guidance Group, Inc. 3.53% of their portfolio Palm Harbor, FL 121,269121.3k $4.6m $4.6m 3.53% Reduced -377 -377
8 Valtinson Bruner Financial Planning LLC 2.59% of their portfolio NEW BRIGHTON, MN 118,361118.4k $4.5m $4.5m 2.59% Reduced -2.6k -2,600
9 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 111,530111.5k $4.3m $4.3m 0.08% Unchanged
10 Maltin Wealth Management, Inc. 2.95% of their portfolio RIDGEWOOD, NJ 106,984107.0k $4.1m $4.1m 2.95% Reduced -1.5k -1,543
11 CWM, LLC 0.02% of their portfolio OMAHA, NE 88,15888.2k $3.4m $3.4m 0.02% Added +1.8k +1,839
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 81,11581.1k $3.1m $3.1m 0.02% Added +4.4k +4,416
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 77,45577.5k $3.0m $3.0m 0.00% Reduced -8.8k -8,826
14 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 49,21949.2k $1.9m $1.9m 0.01% New
15 Tanglewood Legacy Advisors, LLC 1.14% of their portfolio HOUSTON, TX 46,69246.7k $1.8m $1.8m 1.14% Reduced -161 -161
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 44,25544.3k $1.7m $1.7m 0.00% Reduced -90.9k -90,864
17 Fragasso Financial Advisors Inc 0.19% of their portfolio SEWICKLEY, PA 42,80742.8k $1.6m $1.6m 0.19% Reduced -1.6k -1,630
18 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 41,13241.1k $1.6m $1.6m 0.03% Added +543 +543
19 Sowell Financial Services LLC 0.11% of their portfolio NORTH LITTLE ROCK, AR 36,18836.2k $1.4m $1.4m 0.11% Reduced -6.7k -6,732
20 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 33,96834.0k $1.3m $1.3m 0.04% Reduced -31.7k -31,738
21 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 32,24532.2k $1.2m $1.2m 0.06% Added +10.1k +10,148
22 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.62% of their portfolio New Cumberland, PA 31,16931.2k $1.2m $1.2m 0.62% Unchanged
23 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.35% of their portfolio BLUE BELL, PA 30,17430.2k $1.2m $1.2m 0.35% Reduced -1.6k -1,610
24 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 29,76429.8k $1.1m $1.1m 0.06% Reduced -326 -326
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 29,72729.7k $1.1m $1.1m 0.01% New
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,63829.6k $1.1m $1.1m 0.00% Added +4.3k +4,329
27 InterOcean Capital Group, LLC 0.04% of their portfolio NASHVILLE, TN 27,70127.7k $1.1m $1.1m 0.04% Reduced -5.3k -5,286
28 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 26,74926.7k $1.0m $1.0m 0.06% Added +10.9k +10,898
29 Camelot Portfolios, LLC 0.70% of their portfolio Maumee, OH 26,38626.4k $1.0m $1.0m 0.70% Reduced -2.0k -2,031
30 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 25,91725.9k $992.0k $992.0k 0.01% Added +18.3k +18,302
31 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 25,91025.9k $991.7k $991.7k 0.01% Reduced -4.1k -4,071
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,75323.8k $909.2k $909.2k 0.00% Added +234 +234
33 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,04923.0k $882.2k $882.2k 0.07% Unchanged
34 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 22,86122.9k $875.0k $875.0k 0.06% Reduced -15.4k -15,425
35 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 22,81622.8k $873.3k $873.3k 0.01% Added +590 +590
36 Integrity Financial Corp /WA 0.70% of their portfolio JACKSON, WY 22,36422.4k $856.0k $856.0k 0.70% Unchanged
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,68218.7k $714.9k $714.9k 0.00% Added +17.3k +17,275
38 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 17,94517.9k $686.9k $686.9k 0.02% Reduced -1.6k -1,608
39 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 17,06717.1k $653.2k $653.2k 0.01% Unchanged
40 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 16,63516.6k $636.7k $636.7k 0.00% Reduced -5.5k -5,473
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,41216.4k $628.0k $628.0k 0.00% Reduced -151.6k -151,619
42 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,47215.5k $593.0k $593.0k 0.02% Unchanged
43 VestGen Investment Management 0.17% of their portfolio EGG HARBOR TOWNSHIP, NJ 14,88714.9k $569.8k $569.8k 0.17% Unchanged
44 EPG Wealth Management LLC 0.17% of their portfolio ATLANTA, GA 14,37014.4k $550.0k $550.0k 0.17% Reduced -700 -700
45 FSB PREMIER WEALTH MANAGEMENT, INC. 0.30% of their portfolio WATERLOO, IA 13,94113.9k $533.6k $533.6k 0.30% Unchanged
46 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 13,45113.5k $514.8k $514.8k 0.01% New
47 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 12,65212.7k $478.3k $478.3k 0.08% Reduced -418 -418
48 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,49612.5k $478.7k $478.7k 0.02% Reduced -8.8k -8,778
49 Lion Street Advisors, LLC 0.15% of their portfolio Austin, TX 12,29412.3k $470.6k $470.6k 0.15% New
50 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,20712.2k $467.2k $467.2k 0.01% Reduced -12 -12
51 Allen Capital Group, LLC 0.09% of their portfolio GRAND ISLAND, NE 12,08812.1k $462.7k $462.7k 0.09% New
52 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,83011.8k $452.8k $452.8k 0.01% Unchanged
53 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 11,69411.7k $442.0k $442.0k 0.01% Reduced -3.3k -3,279
54 Archer Investment Corp 0.16% of their portfolio Carmel, IN 10,97811.0k $420.2k $420.2k 0.16% Reduced -12.9k -12,944
55 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 10,45210.5k $400.1k $400.1k 0.02% Reduced -81.9k -81,852
56 PRW Wealth Management LLC 0.16% of their portfolio QUINCY, MA 10,32510.3k $400.7k $400.7k 0.16% New
57 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9,8219.8k $375.9k $375.9k 0.00% Reduced -4.1k -4,129
58 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,6909.7k $371.0k $371.0k 0.00% Added +1.7k +1,654
59 BAKER TILLY WEALTH MANAGEMENT, LLC 0.04% of their portfolio MADISON, WI 8,4328.4k $322.7k $322.7k 0.04% Unchanged
60 City State Bank 0.17% of their portfolio NORWALK, IA 7,8507.8k $300.0k $300.0k 0.17% Unchanged
61 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,1977.2k $219.6k $219.6k 0.01% Reduced -1.8k -1,819
62 Sovereign Financial Group, Inc. 0.10% of their portfolio STAMFORD, CT 6,8566.9k $262.4k $262.4k 0.10% Unchanged
63 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 6,6576.7k $254.8k $254.8k 0.04% New
64 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 6,3156.3k $241.7k $241.7k 0.09% Reduced -1.4k -1,400
65 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 6,0556.1k $231.7k $231.7k 0.19% Unchanged
66 DHJJ Financial Advisors, Ltd. 0.12% of their portfolio NAPERVILLE, IL 5,8655.9k $224.5k $224.5k 0.12% Reduced -225 -225
67 PCA Investment Advisory Services Inc. 0.16% of their portfolio CINCINNATI, OH 5,7705.8k $220.8k $220.8k 0.16% First filing
68 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 5,5055.5k $210.7k $210.7k 0.06% New
69 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 5,3755.4k $205.7k $205.7k 0.01% New
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,4914.5k $171.9k $171.9k 0.00% Added +4.4k +4,372
71 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,3704.4k $167.3k $167.3k 0.01% Unchanged
72 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 4,0004.0k $153.1k $153.1k 0.04% Unchanged
73 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 2,2402.2k $85.7k $85.7k 0.01% Unchanged
74 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,1002.1k $80.4k $80.4k 0.01% Reduced -200 -200